On the Add Affiliation page, individuals can search for and affiliate themselves to an existing company. Individuals can click Add Affiliation next to a company in the search results to primarily affiliate themselves to the company and are taken to the My Affiliations page.
Affiliating an Individual to a Company with an Invalid Email Domain
If the company has an authorized email domain(s) set and the individual has an email that is invalid, Add Affiliation does not display next to the company in the search results and a message displays under the company letting them know their email does not match the company's supported email domain(s) and lets them know they can change their email by browsing to the Edit My Profile page.
Company managers can also use the Add Affiliation page to search for and affiliate a company location to their company. Additionally, company managers can affiliate a child company location to one of their company locations.
For example: A company manger can affiliate ISEN New York as a location under ISEN and also affiliate ISEN Rochester under ISEN New York.
For company managers, a message displays at the top of the page letting them know the company to which they are affiliating a company location. Company managers can click Add Location next to a company in the search results to primarily affiliate it to the company and are taken to the Company Roster page where a message displays letting them know the affiliation was added.
Affiliating a Company Location to a Company with an Invalid Email Domain
If the company has an authorized email domain(s) set, and the
Primary Contact Email on the company location account has an email that is invalid, Add Affiliation does not display next to the company in the search results and a message displays under the company letting company managers know that either the company location is already affiliated to their company or the email does not match the company's authorized email domain(s).
Primary Contact Email on the company location account must be populated in order for it to be affiliated to a company using an authorized email domain(s).
While searching, the entered information is checked against existing records to identify any matching company accounts that exist. If a matching account(s) exists, a list of companies displays in the Search Results card below. If more than 1000 results are returned in the search, the first 1000 display and a message displays at the top of the page suggesting company managers narrow their search results by adding additional criteria. Additionally, if more than 10 potentially matching individuals are found, the first 10 results are displayed, and they can click Next to see the next 10 results, etc. Finally, a message displays if no results are found.
The limit of 1000 records displayed is a Salesforce limit that can not be customized.
Creating a New Company
Individuals and company managers can also click Create New Company to go to the Create New Company page and create a new company.
|Display Name||Add Affiliation|
Cards on the Page
|CreateNewCompanyButtonRow||Button Row Card Type|
|CompanySearchInformation||Field Set Form Card Type|
|CompanySearchResults||Received Record List Card Type|